HBK Sorce Advisory’s Sundial Growers SNDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,176
| Closed | -$4K | – | 639 |
|
|
2022
Q2 | $4K | Buy |
+1,176
| New | +$4K | ﹤0.01% | 465 |
|
|
2021
Q4 | – | Sell |
-1,012
| Closed | -$7K | – | 623 |
|
|
2021
Q3 | $7K | Buy |
1,012
+5
| +0.5% | +$35 | ﹤0.01% | 588 |
|
|
2021
Q2 | $10K | Buy |
+1,007
| New | +$10K | ﹤0.01% | 590 |
|